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Rockbridge Investment Management’s Tesla TSLA Stock Holding History

Rockbridge Investment Management’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Sell
4,124
-162
-4% -$66.7K 0.14% 48
2025
Q4 		$1.93M Sell
4,286
-143
-3% -$63.4K 0.18% 42
2025
Q3 		$1.97M Sell
4,429
-179
-4% -$62.1K 0.19% 42
2025
Q2 		$1.46M Sell
4,608
-12
-0.3% -$3.62K 0.16% 47
2025
Q1 		$1.2M Sell
4,620
-78
-2% -$26K 0.14% 52
2024
Q4 		$1.9M Sell
4,698
-91
-2% -$29.3K 0.24% 40
2024
Q3 		$1.25M Buy
4,789
+530
+12% +$121K 0.16% 53
2024
Q2 		$843K Buy
4,259
+3
+0.1% +$524 0.12% 58
2024
Q1 		$748K Sell
4,256
-330
-7% -$64.5K 0.11% 61
2023
Q4 		$1.14M Buy
4,586
+302
+7% +$71.8K 0.17% 47
2023
Q3 		$1.07M Hold
4,284
– – 0.19% 48
2023
Q2 		$1.12M Buy
4,284
+4
+0.1% +$800 0.2% 45
2023
Q1 		$888K Buy
4,280
+1,070
+33% +$187K 0.16% 51
2022
Q4 		$395K Hold
3,210
– – 0.08% 77
2022
Q3 		$851K Buy
3,210
+708
+28% +$198K 0.2% 49
2022
Q2 		$562K Buy
2,502
+366
+17% +$99.9K 0.12% 61
2022
Q1 		$772K Sell
2,136
-153
-7% -$47.7K 0.12% 77
2021
Q4 		$806K Buy
2,289
+36
+2% +$12.1K 0.12% 82
2021
Q3 		$582K Sell
2,253
-30
-1% -$7.06K 0.1% 85
2021
Q2 		$517K Buy
2,283
+93
+4% +$20.2K 0.09% 92
2021
Q1 		$488K Sell
2,190
-903
-29% -$227K 0.09% 91
2020
Q4 		$728K Sell
3,093
-30
-1% -$5.12K 0.15% 69
2020
Q3 		$447K Sell
3,123
-57
-2% -$6.73K 0.11% 89
2020
Q2 		$229K Buy
+3,180
New +$172K 0.06% 113

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockbridge Investment Management's TSLA Position: Q1 2026 in Review

Rockbridge Investment Management reduced its Tesla (TSLA) stake by 3.8% in Q1 2026, selling an estimated $66.7K and leaving 4,124 shares worth $1.53M. The position accounts for 0.14% of the portfolio, ranked #48.

Rockbridge Investment Management first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.97M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Rockbridge Investment Management held 4,124 shares of Tesla worth $1.53M as of Q1 2026.
  • Rockbridge Investment Management sold 162 Tesla shares in Q1 2026, an estimated $66.7K.
  • Tesla made up 0.14% of Rockbridge Investment Management's portfolio in Q1 2026, its #48 holding.
  • Rockbridge Investment Management first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's Tesla position peaked at $1.97M in Q3 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.